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Duplicate activities to multiple accounts at one time, or in one task.

We should be able to copy the same activity to multiple accounts so we don't have to enter it individually multiple times. For example, if I send out a market update to 30 accounts/agencies, it would be easier to enter one activity and copy it to multiple accounts.

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lorene malis shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

This is now part of our List Builder feature! In the next release, you’ll be able to create a list of accounts that you performed a similar action with (or hunt and pick out the accounts from your entire list) and then create a mass activity to be applied to each of those accounts.

This will be part of Matrix Premium. If you would like more information about this and any other of our great features, please contact our sales team at 877.687.9066 and we’ll be happy to discuss how we can make you and your sales team faster, smarter, and more efficient!

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  • Cary Stickles commented  ·   ·  Report

    I would like to add to this request. If we make multiple calls or emails to clients, it would be great to be able to copy it into the same account.

  • lorene malis commented  ·   ·  Report

    We send out market update reports, sales opportunities and program grids frequently, to multiple clients at once. It would be nice if we could enter an activity and then select the list of accounts that it affected, so we don't have to enter the same thing 20 or 30 different, individual times. That way the activity would populate for all of those accounts in one action. Would save a great deal of time. Basically a "select all that apply" feature from a drop down.

    Thank you,

  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    I am interested in hearing how you might go about doing this within Matrix.

    If the feature existed, what would be your ideal workflow?

    I would go to X page
    I would initiate the process by doing Y Actions
    etc
    etc

    Sounds interesting!

    Thanks!

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